2021 High Conviction, The Pandemic Will Drive HDD Nearline Capacity Shipment Growth
This 2021 high conviction article shows why nearline HDD storage will continue to grow in 2021, driven by data center expansion plans that were...
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HDD C3Q Results, Continued Decline in Units but Growth in High Capacity HDDs
HDD Annual Shipments in continued decline, high capacity HDD shipments expected to grow. C3Q benefited from consumer sales and continued capacity...
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Toshiba – On Track to Hit Imaginary “If Only COVID Hadn’t Happened” Guidance
Toshiba's results continue to be presented in an overly optimistic fashion in our opinion. Nevertheless, share price underperformance appears to...
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Toshiba Tec – Where Is Toshiba Tec Headed?
With the planned IPO for Kioxia being delayed for at least a few months, we wonder whether this brings Toshiba Tec more into play. As the lone...
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Toshiba TOPIX Inclusion - Jack Be Nimble, Jack Be Quick...
There's a reason for this. But first, a look backwards.In late November 2019, the Nikkei said that the TSE was likely to change the rules on TSE...
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